VWM
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Venturi Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Venturi Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.21M Buy
2,946
+1
+0% +$396 0.05% 197
2026
Q1 		$1.05M Hold
2,945
– – 0.05% 196
2025
Q4 		$1.1M Hold
2,945
– – 0.05% 181
2025
Q3 		$1.08M Hold
2,945
– – 0.05% 179
2025
Q2 		$1M Hold
2,945
– – 0.05% 202
2025
Q1 		$903K Hold
2,945
– – 0.05% 223
2024
Q4 		$949K Hold
2,945
– – 0.05% 213
2024
Q3 		$926K Hold
2,945
– – 0.05% 205
2024
Q2 		$876K Hold
2,945
– – 0.05% 202
2024
Q1 		$848K Hold
2,945
– – 0.05% 203
2023
Q4 		$772K Hold
2,945
– – 0.05% 212
2023
Q3 		$692K Sell
2,945
-822
-22% -$201K 0.05% 209
2023
Q2 		$918K Buy
3,767
+2,221
+144% +$511K 0.07% 169
2023
Q1 		$348K Sell
1,546
-329
-18% -$72.4K 0.03% 260
2022
Q4 		$395K Buy
1,875
+714
+61% +$151K 0.03% 250
2022
Q3 		$229K Buy
1,161
+130
+13% +$28.5K 0.02% 296
2022
Q2 		$214K Hold
1,031
– – 0.02% 300
2022
Q1 		$258K Hold
1,031
– – 0.02% 301
2021
Q4 		$273K Hold
1,031
– – 0.02% 295
2021
Q3 		$249K Hold
1,031
– – 0.02% 282
2021
Q2 		$250K Sell
1,031
-1,050
-50% -$247K 0.02% 276
2021
Q1 		$466K Hold
2,081
– – 0.04% 231
2020
Q4 		$441K Sell
2,081
-735
-26% -$147K 0.05% 228
2020
Q3 		$527K Hold
2,816
– – 0.06% 202
2020
Q2 		$483K Buy
+2,816
New +$456K 0.06% 192
2019
Q4 		– Sell
-1,813
Closed -$298K – 238
2019
Q3 		$298K Hold
1,813
– – 0.04% 194
2019
Q2 		$295K Buy
+1,813
New +$290K 0.04% 206

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Venturi Wealth Management's IWB Position: Q2 2026 in Review

Venturi Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 0.03% in Q2 2026, buying an estimated $396 and bringing the position to 2,946 shares worth $1.21M. The position accounts for 0.05% of the portfolio, ranked #197.

Venturi Wealth Management first reported a position in IWB in Q2 2019 and has held it in 27 quarters since. 408 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Venturi Wealth Management held 2,946 shares of iShares Russell 1000 ETF worth $1.21M as of Q2 2026.
  • Venturi Wealth Management bought 1 iShares Russell 1000 ETF share in Q2 2026, an estimated $396.
  • iShares Russell 1000 ETF made up 0.05% of Venturi Wealth Management's portfolio in Q2 2026, its #197 holding.
  • Venturi Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2019 and has held it in 27 quarters since.
  • 408 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.